+549.5%
HL vs ETSY
+130.9%
+418.6%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.6% | -4.5% | -4.1% |
| 7D | -5.6% | -12.7% | +7.1% | -3.6% |
| 30D | +12.7% | -9.9% | +22.7% | +14.4% |
| 3M | +42.5% | +4.2% | +38.4% | +41.0% |
| 6M | -9.0% | +34.2% | -43.2% | -14.0% |
| YTD | +4.4% | +29.1% | -24.7% | -1.1% |
| 1Y | +82.7% | +23.8% | +58.8% | +72.2% |
| 3Y | +406.3% | +6.6% | +399.6% | +379.5% |
| 5Y | +238.2% | -67.0% | +305.2% | +259.5% |
| 10Y | +268.9% | +424.9% | -156.0% | +159.0% |
| All | +549.5% | +130.9% | +418.6% | +348.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ETSY.
Daily Out/Under-Performance
Portfolio return minus ETSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETSY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded ETSY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling